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The days of sighting customers in a bank is going to become a rare occasion. Online banking has seen a rise in recent time and the Covid-19 crisis is only accelerating the adoption of remote banking services. Customers these days are not only particular about what they want, they also want to avail financial services when they want and through the channel of their choice.
One of the major challenges for the financial institutions is how to enhance customer service experience in every interaction with every department. With changes in customers’ financial needs, increased competition from other FinTech firms, financial services institutions are heading towards true digitalization. Below are the some of the most common challenges faced by financial institutions mainly from the CRM perspective,
Continuous innovation and new technologies are disrupting the financial services market, specifically customer relationship management (CRM) software like Salesforce. With CRM solutions from Salesforce, banking and financial institutions can create personal experiences that build customer trust and loyalty. It offers a unique financial advisor software to provide integrated sales, service and marketing solutions that are breaking down silos and helping create a cohesive, personalized customer experience across all departments, and through all channels of communication. Here's how several financial institutions are utilizing various clouds offered by Salesforce -
To make the most out of your Salesforce, it is highly recommended to get associated with an implementation partner like Aress which is crucial.
Here's what Aress offers -
The result? Your financial institution gets the best solution in the most reasonable time frame possible. For more details please visit us at – www.aress.com